Geoff Sharpe

Sharpe Financial Solutions

Gold
26 Yrs Experience
Spring Hill, QLD 4000

I have worked in finance for over 25 years, both in Brisbane and overseas, and have been providing financial advice since 1999. I gained a wealth of pertinent experience during my years as an Adviser with the renowned Whittaker Macnaught Group and have been providing personalised financial advice as the Director of Sharpe Financial Solutions since 2013.

My relationships with my clients mean everything to me and I pride myself on providing high quality financial solutions in a way that is down-to-earth, relatable, and authentic. The best part of my job is being able to craft tailor-made plans for each of my clients which evolve with them over time and help them achieve their goals.

Ultimately my mission is to help my clients live life by design, rather than possibility, providing them with the peace of mind that comes with knowing they have financial security.

I understand the pivotal role an effective financial plan plays in helping clients achieve their dreams; and consider it a privilege to be able to guide my clients throughout their financial journey.

Expertise

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Aged Care
  • Socially Responsible
  • Growing Assets
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 7
  • First year providing advice 1999
  • Years of experience 26
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Sharpe Financial Solutions

Ground Floor, 67 Astor Terrace
Spring Hill, QLD 4000

Opening hours

  • 8:30am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Capstone Financial Planning Pty Ltd

AFSL 223135